New York City | June 17-18, 2019
Bloomberg
Breakaway CEO
Summit
For CEOs, by CEOs
The Breakaway community is united by a shared purpose to achieve breakthrough performance. The Breakaway Summit is a gathering point for the community to acquire new strategies, skills, and perspectives that can transform their organizations, while building the peer relationships that make them more effective leaders.
Speakers
Nicole Anasenes
Chief Financial Officer & Chief Operating Officer SquarespaceAnil Dash
CEO GlitchWalter Dolhare
Executive Vice President and Co-head of Corporate & Investment Banking Wells FargoJason Flom
CEO and Founder Lava Records, Innocence ProjectLouis Gagnon
CEO Total BrainVerne Harnish
Founder and CEO, Scaling Up // Founder, Entrepreneurs' Organization (EO) Author, Scaling Up (Rockefeller Habits 2.0)Eric Hippeau
Managing Partner Lerer HippeauDiane Hoskins
Co-CEO GenslerChristine Hunsicker
CEO CaaStleY-Vonne Hutchinson
Founder and CEO ReadySetJamie Kern Lima
Co-Founder & Co-CEO IT CosmeticsGeneral Stanley A. McChrystal
Co-Founder, McChrystal Group // Former Commander U.S. and International Security Forces, Afghanistan, and former Commander of U.S. Joint Special Operations CommandKathryn Minshew
CEO & Founder The MuseCraig Mullaney
Partner BrunswickJack Nicklaus
Legendary golfer, businessman and philanthropist; Co-Chairman of The Nicklaus CompaniesAnurag Rana
Sector Head & Senior Equity Analyst, Software & IT Services Bloomberg IntelligenceDavid M. Rubenstein
Co-Founder and Co-Executive Chairman The Carlyle GroupLiz Hilton Segel
Managing Partner, North America McKinsey & CompanyDov Seidman
CEO LRNAnjali Sud
CEO VimeoLisa W. Wardell
President and CEO Adtalem Global EducationRachana Bhide
Global Talent Lead Bloomberg EngineeringMax Chafkin
Features Editor Bloomberg BusinessweekEd Hammond
Senior Deals Reporter BloombergJason Kelly
Chief Correspondent, QuickTake BloombergCarol Massar
Co-Anchor Bloomberg Businessweek Bloomberg Television and RadioMark Miller
Global Editor Bloomberg LiveJune 17 - Monday
Opening Night Cocktail Reception and Dinner
We open the 2019 Summit with cocktails and dinner featuring fireside chats with McKinsey ’s Liz Hilton Segel, legendary investor Eric Hippeau, and music legend, entrepreneur, philanthropist, activist and author Jason Flom.
Speakers
-
Liz Hilton Segel
Managing Partner, North America, McKinsey & Company
-
Eric Hippeau
Managing Partner, Lerer Hippeau
-
Jason Flom
CEO and Founder, Lava Records, Innocence Project
Interviewers
-
Jason Kelly
Chief Correspondent, QuickTake, Bloomberg
-
Ed Hammond
Senior Deals Reporter, Bloomberg
-
Carol Massar
Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio
June 18 - Tuesday
Registration and Networking Breakfast
Welcome
Bloomberg Breakaway host Carol Massar welcomes the 2019 Bloomberg Breakaway CEO Summit.
Host
-
Carol Massar
Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio
On Leadership: In Conversation With Gen. Stanley McChrystal
We ’ll begin the day with a fireside chat with Gen. Stanley McChrystal, former US JSOC commander and founder of the McChrystal Group, who will talk about the leadership lessons he ’s learned along the way and what CEOs can do to be more effective leaders.
Speaker
-
General Stanley A. McChrystal
Co-Founder, McChrystal Group // Former Commander U.S. and International Security Forces, Afghanistan, and former Commander of U.S. Joint Special Operations Command
Interviewer
-
Carol Massar
Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio
On Leadership: In Conversation With Craig Mullaney
Brunswick partner and author Craig Mullaney shares his thoughts on connected leadership, highlighting Brunswick’s most recent CEO study.
Speaker
-
Craig Mullaney
Partner, Brunswick
Interviewer
-
Mark Miller
Global Editor, Bloomberg Live
On Leadership: The CEO Conversation
This panel of Breakaway CEOs talks about the leadership challenges they face and what is top of the agenda for them in the coming year.
Speakers
-
Diane Hoskins
Co-CEO, Gensler
-
Jamie Kern Lima
Co-Founder & Co-CEO, IT Cosmetics
-
Lisa W. Wardell
President and CEO, Adtalem Global Education
Moderator
-
Carol Massar
Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio
On Leadership: Group Discussion
Breakaway CEOs share their perspectives in a group conversation on the topic of leadership.
Networking Break
Rethinking Innovation: In Conversation With Walter Dolhare
This session on Rethinking Innovation is proudly sponsored by Wells Fargo.
Carol Massar sits down with Wells Fargo’s Walter Dolhare for a conversation about the nature of innovation.
Speaker
-
Walter Dolhare
Executive Vice President and Co-head of Corporate & Investment Banking, Wells Fargo
Interviewer
-
Carol Massar
Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio
Rethinking Innovation: In Conversation With Anjali Sud
The Vimeo CEO talks about her unique approach to innovation from meeting customer expectations in a mobile-first world to building the right kind of culture within a fast-growing company.
Speaker
-
Anjali Sud
CEO, Vimeo
Interviewer
-
Ed Hammond
Senior Deals Reporter, Bloomberg
Rethinking Innovation: The Executive Perspective
Breakaway CEOs sit down with Wells Fargo’s Walter Dolhare and Bloomberg’s Carol Massar to discuss the importance of building the right kinds of culture where innovation can flourish, and what it means to be truly innovative in today ’s day and age.
Speakers
-
Walter Dolhare
Executive Vice President and Co-head of Corporate & Investment Banking, Wells Fargo
-
Louis Gagnon
CEO, Total Brain
-
Christine Hunsicker
CEO, CaaStle
Moderator
-
Carol Massar
Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio
Rethinking Innovation: Group Discussion
Breakaway members share their insights in an open session.
Networking Lunch
The Talent Equation: Scaling Up With Verne Harnish
The CEO and founder of Gazelles and Scaling Up shares his insights on how leaders can leverage talent to take companies to the next level of growth.
Speaker
-
Verne Harnish
Founder and CEO, Scaling Up // Founder, Entrepreneurs' Organization (EO), Author, Scaling Up (Rockefeller Habits 2.0)
The Talent Equation: The CEO Perspective
Breakaway CEOs address the challenges of finding and retaining top talent, share insights on building a culture of inclusion and meaning, and why human resources should be a strategic imperative for every chief executive.
Speakers
-
Anil Dash
CEO, Glitch
-
Y-Vonne Hutchinson
Founder and CEO, ReadySet
-
Kathryn Minshew
CEO & Founder, The Muse
Moderator
-
Rachana Bhide
Global Talent Lead, Bloomberg Engineering
The Talent Equation: In Conversation With Nicole Anasenes, Squarespace
The Squarespace Chief Operating Officer and Chief Financial Officer talks about taking companies to the next level of growth, and what she ’s learned over the course of her 20+ year career about the importance of putting people first.
Speaker
-
Nicole Anasenes
Chief Financial Officer & Chief Operating Officer, Squarespace
Interviewer
-
Max Chafkin
Features Editor, Bloomberg Businessweek
Bloomberg Intelligence Presents: What Every CEO Should Know About H-1B
Bloomberg Intelligence ’s Anurag Rana presents his latest research on the H1B visa program. While scrutiny on granting H-1B visas has risen dramatically over the past two years, we are seeing accelerating growth for some offshore IT services companies. As enterprises have to cut costs and invest in emerging technologies like cloud at the same time, more IT service work may be going offshore. What does this mean for your business?
Speaker
-
Anurag Rana
Sector Head & Senior Equity Analyst, Software & IT Services, Bloomberg Intelligence
The Talent Equation: Group Discussion
Breakaway members share insights in an open group setting.
Networking Break
In Conversation With Dov Seidman
Dov is the author of the book, HOW: Why HOW We Do Anything Means Everything, a New York Times best seller that offers a philosophical framework for individual and organizational behavior in a world that is increasingly interconnected and interdependent. In the book, Dov describes how the world has been reshaped and the implications and imperatives for us, our institutions, society and humanity as a whole. The book was updated and expanded in 2011 with a new foreword from President Bill Clinton, and has been published in approximately 20 countries around the world.
Speaker
-
Dov Seidman
CEO, LRN
Interviewer
-
Verne Harnish
Founder and CEO, Scaling Up // Founder, Entrepreneurs' Organization (EO), Author, Scaling Up (Rockefeller Habits 2.0)
The David Rubenstein Show: Peer-to-Peer Conversations LIVE WITH JACK NICKLAUS
David Rubenstein, Carlyle Group co-founder and co-Executive Chairman, presents a special live taping of his Bloomberg TV show with legendary golfer, businessman and philanthropist, The Golden Bear, Jack Nicklaus.
Speakers
-
Jack Nicklaus
Legendary golfer, businessman and philanthropist; Co-Chairman of The Nicklaus Companies
-
David M. Rubenstein
Co-Founder and Co-Executive Chairman, The Carlyle Group
Closing Remarks and Cocktail Reception
Members include
KoJo Addae-Mintah
CEO and Founder WhirlWind Technologies, LLCJoseph Adir
Founder and CEO WinterHaven Holdings SLNadir Ali
CEO InpixonKeith Alper
CEO Nitrous EffectNicole Anasenes
Chief Financial Officer & Chief Operating Officer SquarespaceAlvaro Baltodano
CEO Integra GroupNikki Barua
CEO Beyond CuriousGregory Bedrosian
Managing Partner & CEO Drake Star PartnersDavid Berg
President & Founder Redirect HealthJoe Bergera
President & CEO IterisRob Bernshteyn
CEO & Board Chairman Coupa SoftwareDavid Blatt
CEO CapStack PartnersGil Bonwitt
CEO New Horizons Computer LearningPaul Buccieri
President A+E Networks GroupAndy Buyting
Founder & CEO Carle PublishingTammy Camp
CEO and Founder StrongholdJim Cantrell
CEO & Co-Founder Vector Launch Inc.Michael Capasso
Founder & President C.A.C. Industries, Inc.Keith Cargill
President & CEO Texas Capital Bancshares, Inc.Chase Carlson
President & CEO Pioneer Building ServicesScott Cattran
President & CEO Woolpert, Inc.James Citron
CEO PledgelingAlan Colberg
President & CEO Assurant Inc.Jim Continenza
Chairman & CEO VivialDan Curtin
President Greenleaf FoodsAnil Dash
CEO GlitchClaudio Del Vecchio
Chairman & CEO Brooks Brothers Group, Inc.Daniel Dines
Co-Founder & CEO Uipath, Inc.Brian Dulin
President and CEO CTA Acoustics, Inc.Dr. Keith Dunleavy
CEO and Chairman InovalonRichard Edelman
President & CEO EdelmanJoseph Fichera
CEO Saber Partners, LLCAndrew Field
Founder and CEO PFLRyan Freedman
CEO CoriginLouis Gagnon
CEO Total BrainBrian Garish
President Banfield Pet HospitalAndrew Glincher
Managing Partner & CEO Nixon PeabodyBrett Goldberg
Co-CEO & Co-Founder TickPickKara Goldin
Founder & CEO hint Inc.Steve Grandfield
President and Chief Executive Officer Blue Cross and Blue Shield of NebraskaTim Hamilton
Founder and CEO PraxentMichael Hanson
President & CEO Massachusetts Credit Union Share Insurance Corporation (MSIC)Dan Hawkins
Founder & CEO Summit Leadership PartnersAdolfo Hernandez
CEO SDL plcTimothy Hentschel
Co-founder and CEO HotelPlanner.comYuri Horwitz
CEO Sol SystemsDiane Hoskins
Co-CEO GenslerChristine Hunsicker
CEO CaaStleY-Vonne Hutchinson
Founder and CEO ReadySetNick Hynes
CEO & Co-founder SomoLouis Jacobs
Co-CEO Delaware NorthMichael James
CEO Entura International LtdBrooke Jennings
Founder and CEO Hygia PharmaceuticalsNuno Job
Co-Founder and CEO YLD GroupWalter Johnsen
Chairman & CEO Acme United CorporationJay Kaplan
Co-Founder & CEO SynackMichael Kempner
Founder & CEO MWWPRFloyd Kephart
Chairman The Renaissance CompaniesKarl Kilb
CEO Boloro Global LimitedHerbert Kohler
Executive Chairman Kohler Co.Taxiarchis Konstantopoulos
CEO BELRON® UK, t/a Autoglass®Colin Lawson
Founder Equilibrium Asset ManagementClaude LeBlanc
President & CEO Ambac Financial Group, Inc.Adam Levin
Chairman and Founder CyberScoutJamie Kern Lima
Co-Founder & Co-CEO IT CosmeticsChristine Lin
CEO Cambridge NetworkFrank Longobardi
CEO CohnReznickElliot Luchansky
CEO Insynq CloudRunnerSam Luft
CEO Mel Global AdvisorsBradley Lukanic
CEO CannonDesignKen Makovsky
President & CEO MakovskyRohan Malhotra
CEO Roadzen Inc.Harvey Mallement
Founder Emeritus Harvest PartnersPhilip Martin
Founder and CEO CensibleAvner Mendelson
CEO Bank LeumiDoug Merritt
President & CEO SplunkKathryn Minshew
CEO & Founder The MuseMeir Moalem
Managing Director & CEO Sky and Space GlobalAlex Moazed
Founder & CEO ApplicoShawn Mobley
CEO, Americas Cushman & Wakefield, Inc.Dr. Charles Mok
CEO Allure MedicalChris Moore
Managing Partner & Chief Investment Officer Massey Quick SimonScott Nash
Founder and CEO MOM's Organic MarketJeremy Nixey
Chief Executive Officer Shaw HealthcareMarc Olivie
President & CEO W.C. Bradley Co.Steve Papermaster
Chief Executive Officer & Chairman NanoMehul Patel
CEO HiredChristopher Paucek
Co-founder and CEO 2U, Inc.Todd R. Pedersen
Co-Founder, Chairman & CEO Vivint Smart HomeRussell Perry
Founder & CEO kompanyRichard Plotka
CEO AppaturaMatthew Prince
CEO CloudflarePeter Rahal
Co-Founder RXBARSergio Retamal
CEO and Founder Global4PLBruce Richards
Chief Executive Officer & Chairman Marathon Asset Management, L.P.Gaynor Rigby
Managing Partner Equilibrium Asset Management LLPMatthew Rizai
Chairman & CEO Workiva Inc.David Roberts
President and CEO Verra MobilityChad Roffers
Chairman Concierge AuctionsDavid Rosenthal
Former CEO, Atidan VP and GM, Razor Technology, LLCMartine Rothblatt
Chairman and CEO United Therapeutics CorporationKatica Roy
CEO & Founder Pipeline EquityPatty Sachs
President OMD EastJosh Sapan
President & CEO AMC NetworksEd Scheetz
CEO The Scheetz GroupStan Schneider
CEO Real-Time Innovations (RTI)Ken Seddon
CEO LOT NetworkRebecca Shanahan
CEO Avella Specialty PharmacyMilind Sharma
CEO QuantZ Capital & QMITMihir Shukla
CEO and Co-Founder Automation AnywhereDavid Sipes
COO RingCentral, Inc.Alan Slatas
Managing Director Galt & CompanyRich Sorota
President & CEO RanirKR Sridhar
Founder, Chairman & CEO Bloom Energy CorporationDr. Ellen Stang
Founder, President & CEO ProgenyHealthDave Stevinson
CEO QBS SoftwareMarquise Stillwell
Founder & Principal OpenboxAnjali Sud
CEO VimeoVijay Tella
CEO & Co-Founder Workato IncBenjamin Thompson
President and CEO Fiera CapitalGreg Thompson
President and CEO White Energy IncNigel Vaz
CEO Publicis SapientAdam Warby
CEO Avanade Inc.Lisa W. Wardell
President and CEO Adtalem Global EducationIsa Watson
Founder & CEO SquadScott Wells
CEO Clear Channel Outdoor AmericaRosa Whitaker
President & CEO The Whitaker GroupChristopher White
Founder and CEO The Sneakers AgencyPaul Witkay
Founder & CEO Alliance of Chief ExecutivesBecky Wong
Co-founder and Managing Partner, Globex Capital Partners Executive Director, Cornucopiae Asset Management Ltd.Gregory Woods
CEO AstroNova, Inc.Laila Worrell
CEO Altran North AmericaDr. Phillip Yoo
Founder & President 21st Century Laserstem Pain & Regenerative Medicine InstituteMary Ellen Zellerbach
Managing Director Martin Investment Management, LLCPartners
Scaling Up
Scaling Up is a global coaching, training, and technology platform company helping growth firms handle the chaos that comes with scaling up. Scaling Up’s Coaching partners focus on four areas of the business: People, Strategy, Execution, and Cash. The goal is to help firms in any industry achieve software-like margins while reducing the drama and time it takes to lead these scaleups.
https://scalingup.com/
Sponsors
Presenting Sponsor
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 7,700 locations, more than 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 32 countries and territories to support customers who conduct business in the global economy. With approximately 262,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 26 on Fortune’s 2018 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.
Supporting Sponsor
American Airlines offers customers 6,800 daily flights to more than 365 destinations in 61 countries from its hubs in Charlotte, Chicago, Dallas-Fort Worth, Los Angeles, Miami, New York, Philadelphia, Phoenix and Washington, D.C. With a shared purpose of caring for people on life’s journey, American’s 130,000 global team members serve more than 200 million customers annually. Since 2013, American has invested more than $25 billion in its product and people and now flies the youngest fleet among U.S. carriers, equipped with industry-leading high-speed Wi-Fi, lie-flat seats, more in-flight entertainment and power. American also offers award-winning food and beverage options in the air and on the ground in its world-class Admirals Club and Flagship lounges. American was recently named a Five Star Global Airline by the Airline Passenger Experience Association and Airline of the Year by Air Transport World. American is a founding member of oneworld®, whose members serve 1,100 destinations in 180 countries and territories. Shares of American Airlines Group Inc. trade on Nasdaq under the ticker symbol AAL and the company’s stock is included in the S&P 500. Learn more about what’s happening at American by visiting news.aa.com and connect with American on Twitter @AmericanAir and at Facebook.com/AmericanAirlines.
Supporting Sponsor
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. NYSE: IVZ; www.invesco.com. Invesco is the provider of QQQ, one of the earliest and largest ETFs in the industry. QQQ trades on the Nasdaq Stock Market where innovation and technology expertise have created a world-recognized marketplace for the world’s biggest and best technology companies.
Innovation Partner
McKinsey & Company is a global management consulting firm, deeply committed to helping institutions in the private, public, and social sectors achieve lasting success. For more than 90 years, our primary objective has been to serve as our clients’ most trusted external advisor. With consultants in 128 cities in 65 countries, across industries and functions, we bring unparalleled expertise to clients anywhere in the world. We work closely with teams at all levels of an organization to shape winning strategies, mobilize for change, build capabilities, and drive successful execution.